Schechter Investment Advisors, LLC: OTIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schechter Investment Advisors, LLC on OTIS, newest first. How the timeline and the estimate are built.
Schechter Investment Advisors, LLC held 2,560 OTIS shares at 2025-03-31 per its 13F-HR filed 2025-05-01.
the latest 13F is the newest step
- period ended2025-03-3113F 2,560 sharesChange vs previous 13F +2,560 shares
0.02% of the 13F portfolio, value $264,214.
13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 0 sharesChange vs previous 13F -3,607 shares
13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 3,607 sharesChange vs previous 13F -992 shares
0.03% of the 13F portfolio, value $322,745.
13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 4,599 sharesChange vs previous 13F -79 shares
0.04% of the 13F portfolio, value $369,366.
13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F/A 4,678 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $416,402.
13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).